+57.1%
APO vs LEN
-25.9%
+83.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.8% | +2.4% | -0.4% |
| 7D | +0.1% | -2.9% | +3.0% | +0.8% |
| 30D | +3.9% | -8.9% | +12.7% | +6.3% |
| 3M | +3.8% | -10.9% | +14.7% | +6.5% |
| 6M | +22.3% | -19.7% | +41.9% | +28.6% |
| YTD | -7.8% | -20.6% | +12.8% | -3.5% |
| 1Y | -0.3% | -42.4% | +42.1% | +13.9% |
| 3Y | +57.1% | -26.5% | +83.7% | +48.9% |
| All | +57.1% | -25.9% | +83.1% | +48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded LEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling